SHDLX Mutual Fund

SHDLX Mutual Fund

NAV$5.06
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Returns Overview

1 Month
-0.39%
3 Months
+0.19%
6 Months
-0.05%
YTD
+0.73%
1 Year
+2.29%
3 Years (annualized)
+2.87%
5 Years (annualized)
+1.07%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHDLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 3 Year Municipal Bond Index
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+0.23%
vs Peers
+0.50%

SHDLX Mutual Fund Performance

SHDLX performance across multiple time periods: 1-month -0.39%, YTD 0.73%, 1-year 2.29%, 3-year 2.87%, 5-year 1.07%, 10-year 1.12%.

SHDLX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

SHDLX vs another fund shows side-by-side returns. SHDLX alternatives are available in the Mutual Fund Screener.